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Quincy Loreen

Wealth Advisor & Lead Financial Planner

Quincy is a Wealth Advisor, providing support and financial planning services to clients. He also provides ongoing assistance to our Operations and Client Services teams as a Client Services Manager. Quincy is an alumnus of Washington State University, earning degrees in both Finance and Accounting. Quincy has embraced the opportunity to follow his passion of working with individuals and families to reach their financial goals.


Based in his hometown of Seattle, Washington, outside of the office Quincy is a musician and avid snowboarder and can often be found at local sporting events with his fiancé, Sarah.

Quincy Loreen
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